Our FORM Builder tool let's you customize the information you gather from your event attendees. Our Custom Prompt Library takes it a step further. It allows you to create any information field you might need. Furthermore, you can set conditional prompt logic (i.e. if a registrant answer "yes" to this question, spawn this question) and conditional discount logic (i.e. if a registrant answers "yes" to this question, give them a discount).
To get there, click FORMS in the Event Builder, then click Custom Prompt Library on the righthand tool menu.
CREATE CUSTOM PROMPTS
The first thing to note about custom prompts is that they are automatically stored in your organization's library for future use. So any time you create a new prompts, you can reuse it for any future events. It'll automatically appear when you click into the Custom Prompt Library.
Custom prompts are organized by category - let's quickly jump back to our standard FORM builder to illustrate categories. You'll see every potential prompt has its own category:
Custom Prompts are no different! They are organized in categories on this page and will appear in your FORM builder under those categories - that way, you can find them easily.
Categories will be grey bars in the Custom Prompt Library. To see the prompts stored in that category, click Reveal Group. You can edit the name of a category by clicking the pencil icon next to its name. You can also order your categories by clicking the double arrow on the far left side and dragging.
Let's create a new prompt.
CREATE A NEW PROMPT
Click the + Create a New Prompt button - any new prompt will automatically be categorized into a new "UNCATEGORIZED" bucket. Make sure you expand this new category and you will see your brand new prompt (blue header bar - called "New Label 548?" in the below example).
There are a two key features to pay attention to, that will instantly get you off to the races creating your own custom prompt:
- Category - this let's you change the category to a new or existing category
- Input Type - you have the option to create the following types of prompts for users
- Dropdown Menu
- Radio Button
- Small Text Box
- Large Text Area
Look at the blue box in the above screenshot - this is what your prompt will look like on the registration form your attendees use. If you want to change the name of the prompt, use the text box at the top (red underline). Click the green check to approve your changes and click the small dropdown right next to the checkbox if you want to change the punctuation at the end of your prompt.
Take a look at the red box in the above screenshot now - this is where you will make changes to to the different choices your attendees can choose. If your prompt is just a text box, those options won't be there.
A few other options you may use:
- Usage - allows you to keep prompts internal (for admins) or on the registration form for all registrants
- Scope - keep answers event-specific (this is typical) or store answers across all future events
- Charts - you can hide prompt answers from your data charts, (which keep track of your registrants' answers to your form prompts), accessed through your main org. dashboard
Let's quickly talk about the implication of travel prompts. "Travel" is a category you can choose for your prompts. Eventsquid has a number of stock travel prompts that already are available for use in the form builder; however, you have the ability to create your own (through the Custom Prompt Library) and have it appear with the rest of Eventsquid's travel prompts.
When creating a new travel prompt, click the Travel Related? dropdown and select "Yes". Then, verify you select Travel from the category dropdown (which also functions as a text box in which you can type your own new category name). See below:
But that isn't all......let's hop over to your event dashboard for a moment. Click an event, then push Registered Attendees in green. A list of your attendees will reveal itself. Click the Details button for an attendee.
Since you categorized your custom prompt as travel-related, the information you gather from registrants using your custom travel prompt will show in the travel panel of your registrants' details:
CREATE CONDITIONAL PROMPTS
Our Custom Prompt builder allows you to create logic within your questions. There are 3 different things you can trigger based on someone's answer to a prompt:
- Another prompt
- A discount
- A message
Note: you can only create conditional prompts within a category - so if you want to spawn another prompt from an original prompt, both prompts have to be nested in the same category.
CREATE YOUR ORIGINAL PROMPT & FOLLOW-UP
Let's say I have an event including dinner and I want to know what type of ice cream to serve my guests afterwards. I'll create a prompt called "Do you like dessert?" and assign it to whatever category I want.
I'll make it a dropdown prompt, with "yes" and "no" as my answer choices. I know that if they answer "no" I won't need to investigate further; however, if they answer "yes" I want to know which flavor they want.
So now I need to make my follow-up prompt, within the same category as my first prompt.
Check out both prompts below:
Now let's create some conditional logic. Go back to your original prompt ("Do you like dessert?") and click the orange button TRIGGER DISCOUNT OR PROMPT (see the first of the two screenshots). This is where you'll make all of your conditional magic happen.
CREATE CONDITIONAL LOGIC
A modal will pop-up with a few options to create your logic. For our case, we are going to attach a conditional prompt ("Which flavor is your favorite?") to our original question ("Do you like dessert?").
If a registrant answers "yes" to the original question, I want the system to ask them about their favorite flavor of ice cream. So I'll click the checkbox next to "Which flavor is your favorite?" for "Yes".
If they answer "no" to our original question, I can create a short message to pop-up as well. Also notice we can apply discounts to this registrant if they answer the right one. Discounts are created in the ITEMS Builder section, under the Discounts tool (refer to that article for more information). Any discounts you create for your event will appear in this dialogue box. If you click "Create a discount first", the system will lead you into the discount tool.